Attention queue · Renewals

6 renewals due this week

Prioritised renewal accounts with claim context, family changes, and ready-to-send outreach.

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Premium at risk
6 policies
₹1.84L
High intent
opened reminder
4
Due soon
< 72h
2
Renewal play

Start with the two policies where family health events happened this year. Lead with continuity of care, then offer annual payment lock-in.

Priority accounts
Ordered by urgency, intent signal, and premium impact
1
Karthik Varma
Due in 2 days

Second-year renewal. No claim, but father had a cardiac consult last month.

Call before lunch; recommend keeping ₹10L cover and add OPD rider.
₹24,500
2
Iyer Family
Due in 5 days

Cashless cataract claim settled smoothly in February.

Lead with claim experience and no-claim bonus protection.
₹38,200
3
Fatima Khan
Due Friday

Viewed renewal page twice, did not complete payment.

Send UPI payment link with 3-month EMI option.
₹18,900
Ready draft
Edit before sending
Hi Karthik, your Prudential Health policy renews this week. Your cover stays continuous if renewed before expiry, and I can also add OPD support for your father's cardiac follow-ups.
Compliance checks
Before outreach
Consent valid for WhatsApp and phone
No medical inference exposed in message
Product fit linked to disclosed need
Follow-up frequency within agent policy
WhatsApp draft review
Six renewal drafts are ready. Review, edit, approve, and queue them for Neha to send.